June 2025 Market Update
June 2025 Market Update S&P 500 surges, trade & inflation relaxationHope you are doing well. Last month brought us surging stocks fueled in part by progress on trade with the United Kingdom and China and inflation metrics released during the month following a...
May 2025 Market Update
May 2025 Market Update Volatile Stocks, Inflation Moderation, May Flowers?Hope you are doing well. Last month brought volatile markets early in April, yet it also presented moderating inflation metrics and a strong finish for large-cap technology stocks. With all of...
April 2025 Market Update
April 2025 Market Update Trade Uncertainty, Long-Term DisciplineHope you are doing well. Last month brought trade tensions and some mixed inflation readings as major U.S. stock indexes declined, making it an opportune time to share an overview of what happened and...
March 2025 Market Update
March 2025 Market Update March Update: Tariff Talk Dominates, Spring AheadHope you are doing well. Last month brought some warm inflation readings and continuing tariff talks, which contributed to potential economic uncertainty. That makes the start of the new month a...
February 2025 Market Update
February 2025 Market Update February Update: S&P 500 Rises, AI, PoliticsHoping this update finds you and yours doing well! It has been quite an eventful month to start 2025, with no shortage of market-moving news and developments. As such, now is the perfect time...
January 2025 Market Update
JANUARY 2025 MARKET UPDATE January Update: Fed vs. inflationI hope you have had a wonderful start to the new year. Major U.S. equity indexes closed out the final month of 2024 in a mixed fashion, with megacap tech being the bright spot and industrials heading lower....
December 2024 Market Update
DECEMBER 2024 MARKET UPDATE Monthly Check-in: Holidays & S&P 500 Positive Days Hope all is well with you. Pending elections, “higher” interest rates, and labor market questions, there was a bit of uncertainty heading into November. But that uncertainty was...
November 2024 Market Update
NOVEMBER 2024 MARKET UPDATE Mixed Data into November ElectionI hope all is well with you. I’m reaching out today with a timely overview of October market and economic developments. After all, there was no shortage of market activity in October, with corporate...
October 2024 Market Update
OCTOBER 2024 MARKET UPDATE 50-Basis-Point Rate Cut Boosts StocksI hope this email finds you well! Long-term investors with diversified portfolios had a solid month in September, as the S&P 500 rose for three consecutive weeks. As a bonus, the recent stock index...
September 2024 Market Update
SEPTEMBER 2024 MARKET UPDATE Cooling inflation trend continues I hope you and yours are doing well! I’m reaching out today with some insights about key market developments in August. A highly-expected, ready-to-cut Fed at the upcoming September policy meeting...